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Technology Stocks : KEMET Corp.
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To: techtonicbull who wrote (450)8/3/2000 11:52:31 AM
From: SJS  Read Replies (3) of 906
 
Notwithstanding that...

Tim Luke from Lehman Bros was just on CNBC, interviewed by Ted David.

Caught most of the last few comments, but he said that MOT earnings have hit the flash, capcitor and chip suppliers (DUH!), and he views this as an opportunity to reset the TOTAL units from 500 Million worldwide, to 425, where he feels much more comfortable.

If that's the case, the the reset on the suppliers might just be about done, and this is the bottom on KEM, in here.........(somewhere).

Steve
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